by Patrick Carroll, CFP®, CExP™ | Aug 22, 2019 | About Us, Business Growth, Continuity Planning, Succession Planning
Do you have a long list of “special projects” that need to be completed? When you look at the list, do you think to yourself, “When are we ever going to get this done?” At Obsidian, we totally understand because we have an endless list of projects too! For us, we look...
by Todd Feldman, CFP®, CExP™ | May 3, 2019 | About Us, Lifestyle Protector Process
The Lifestyle Protector Process™ Small Business Financial Planning in DC, Maryland and Virginia You are a successful business owner, so it is clear that you know how to generate income. One day you run into your long-time buddy. The two of you started your businesses...
by Patrick Carroll, CFP®, CExP™ | Jan 11, 2019 | About Us
Why Obsidian? “We hired you because you understand that we don’t separate our personal goals from our business.” Like so many of our clients, this business owner had interviewed multiple financial planners who could create personal financial plans, and even more...
by Patrick Carroll, CFP®, CExP™ | Jul 28, 2018 | About Us
At Obsidian Business Planning Solutions, we regularly help business owners receive the most money possible when it’s time for them to exit their business. Our goal is to help you plan, prepare and grow your business in the most effective and viable way possible....
